SmartFill and Forms

SmartFill is a feature in TIEIT Forms designed to streamline the form completion process for returning contacts. By pre-filling form fields with existing data from previous submissions, SmartFill saves time and reduces the chances of errors, leading to higher conversion rates.

What is SmartFill?

SmartFill quickly fills in forms with data from your TIEIT account using the visitor's email. This feature streamlines form completion and enhances data precision, leading to better conversion rates.

How to Enable SmartFill

1. Access Form Settings:
   • Navigate to your form builder.
   • Click on the "Settings" button located at the bottom right of the form builder screen.

2. Toggle SmartFill On:

From the Form Builder Settings section, find the "SmartFill" option and check the box to enable it.

Configuring SmartFill Options

Once SmartFill is enabled, you can configure how it will function:

Choose Form Pre-fill Method:

• Secure SmartFill with Code Verification: This method requires the visitor to authenticate themselves by entering a One-Time Passcode (OTP) sent to their email.
• Browser Session-Based SmartFill: This method uses data from the visitor's current browser session based on a previous visit.

2. Replace Primary Contact Number:

Enable this option if you want new phone numbers entered by the contact to replace the existing primary phone number on their profile. If disabled, new numbers will be saved as additional, secondary contact numbers.

Understanding Secure SmartFill

Secure SmartFill enhances data security by requiring identity verification. This method sends an OTP to the visitor's email, which must be entered on the form for authentication. This ensures that only the legitimate contact can pre-fill the form with their data.

Adding reCAPTCHA for Enhanced Security

When SmartFill is enabled, reCAPTCHA is automatically added to the form to provide an additional layer of security. This is mandatory to protect your form from spam and abuse.

1. Configure reCAPTCHA:

After enabling SmartFill, you will see a message prompting you to configure reCAPTCHA.

Click on "Configure Now" to set up reCAPTCHA for your form. Alternatively you can click on the ReCaptcha configure icon by hovering over the reCAPTCHA field in and clicking on the pencil icon.

You can select from a previously entered ReCaptcha keys (a dropdown will appear in the ReCaptcha settings if one was saved before) or enter new keys. Click here for instructions on how to configure your ReCaptcha - https://help.tieit.ai/article/164-how-to-obtain-your-site-key-secret-key-for-the-recaptcha-form-field.

How it Works on the Front-End

1. Email Entry

When the form submitter enters their email address, if that email address exists in the user's account, they will see a prompt like this:

2. Populate Existing Information

The user can click on "Populate existing information" to auto-fill their details instantly. If Secure SmartFill is enabled, clicking this button will send a code to their email address for authentication.

3. Multiple Company Records

If the contact is associated with multiple company records within the database, they can select which company record to submit the form on behalf of by selecting from a dropdown in the company field.

They will also have the option to add a new company.

Best Practices

Place the Email Field First

To maximize the efficiency of SmartFill, place the email address field at the very top of your form. This ensures that returning contacts can quickly see the SmartFill prompt and proceed with pre-filling their details without scrolling through the form.

FAQs